ISO 22222:2005 defines the personal financial planning process and specifies ethical behaviour, competences and experience requirements for personal financial planners.ISO 22222:2005 is applicable to all personal financial planners regardless of their employment status.ISO 22222:2005 describes and addresses the various methods of conformity assessment and specifies requirements applying to each of them.
DS/ISO 22222:2006 history
2006DS/ISO 22222:2006 Personal financial planning - Requirements for personal financial planners